BCH

Berkshire Capital Holdings Portfolio holdings

AUM $286M
1-Year Est. Return 162.47%
This Quarter Est. Return
1 Year Est. Return
+162.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$37.7M
3
+$32.4M
4
TEAM icon
Atlassian
TEAM
+$29.8M
5
ABNB icon
Airbnb
ABNB
+$26.7M

Top Sells

1
+$50.3M
2
+$49.8M
3
+$33.2M
4
NVDA icon
NVIDIA
NVDA
+$32.3M
5
ROKU icon
Roku
ROKU
+$30.8M

Sector Composition

1 Technology 53.01%
2 Consumer Discretionary 25.96%
3 Communication Services 9.79%
4 Healthcare 6.35%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.4M 9.32%
268,440
+82,260
2
$61.2M 8.21%
191,880
+71,720
3
$42.2M 5.67%
89,490
+25,480
4
$39.8M 5.34%
58,850
+19,670
5
$37.9M 5.09%
+268,140
6
$37.7M 5.07%
124,780
+124,770
7
$36M 4.84%
21,450
+10,410
8
$36M 4.84%
523,800
+225,480
9
$35.7M 4.79%
482,970
-21,640
10
$35M 4.7%
277,290
+101,940
11
$32.4M 4.35%
378,680
+378,670
12
$29.9M 4.02%
124,740
-49,630
13
$29.8M 4%
76,140
+76,130
14
$26.7M 3.59%
159,250
+159,240
15
$22.9M 3.07%
286,800
+286,740
16
$22.8M 3.07%
85,590
+85,580
17
$22.2M 2.98%
315,830
+315,730
18
$22.1M 2.96%
84,190
-19,170
19
$18.9M 2.54%
30,410
+30,400
20
$15M 2.01%
47,770
-98,450
21
$14.9M 2%
+51,520
22
$10.9M 1.46%
38,900
+38,890
23
$8.66M 1.16%
17,460
+17,450
24
$33K ﹤0.01%
200
-171,800
25
$27K ﹤0.01%
200
1
2 3 4 5